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ADVISORS

Benjamin Beck, CFP®

MANAGING PARTNER / CHIEF INVESTMENT OFFICER

    From the Desk of the Chief Investment Officer 2026

    Progress Rarely Feels Comfortable Just a few weeks ago, my car was in the shop, so I opened up a rental app called Turo. I ended up renting a 2025 Tesla Cybertruck, specifically the Cyberbeast, and took a two-hour trip up to Maine. Here's what happened. I'm sitting in my driveway at home in Massachusetts. I punch the destination into the navigation system. Then I press the Begin Self-Driving button.

    From the Desk of the Chief Investment Officer July 2025

    The Triumph is in the trying Growing up in South Portland, Maine, you didn’t have to be a runner to...

    From the Desk of the Chief Investment Officer

    "It's Coming" Who doesn’t love a big thunderstorm? The rumble of thunder, the streaks of lightning,...

    From the Desk of the Chief Investment Officer 2024

    Lessons from the Diamond: Applying Baseball's Mindset to Investing Of all the great things I love...

    2024 Newsletter - Reflecting on the Evolving World of Equity Markets

    A new year is here, and with it, an opportunity to send you my January letter, as has now become...

    2023 Mid-Year Newsletter - Perfectly Human

    Once again, we find ourselves at the mid-point of a year. As with any point in time, not only are...

    From the Desk of the Chief Investment Officer

    Will your team win? A Story the Super Bowl Can Teach All Investors As a lifelong athlete and a huge...

    2022 Q3 Newsletter - Sweet Are The Uses Of Adversity

    As we plod through our third bear market in four years, there’s a certain weariness that’s set in....

    2021 Q3 Newsletter – Fundamentals

    There’s a saying in aviation, "There are old pilots, and there are bold pilots. But there are no...

    2021 Q1 Newsletter – Lessons Learned

    Dear Clients, It’s rare that we see a year – both in the markets and in the broader economy – that...